Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues.

Louise O'Reilly
Louise O’Reilly, Financial Adviser
I am regularly complimented on my style and ability to take the most complex of financial or tax issues and convey them to clients in a style which suits. I have over 17 years experience in the financial services and am committed to providing excellent wealth management and financial planning advice. I particularly enjoy working with clients who are approaching or are in retirement, to help them secure their financial future.
I relish spending time with my family and walking my dog. When I get free time I like to play tennis and cycle.
Mark Popple
Mark Popple, Financial Advise
Helping clients achieve the best outcome from their own personal circumstances is my priority, achieved by working closely with companies and families on an ongoing basis. With a wealth of knowledge and 21 years experience in financial planning, I spend much of my time helping clients make investments decisions to achieve their goals. I am regarded as a specialist in the retirement planning market and enjoy nothing more than maximising growth and income in a tax efficient manner for older clients. I enjoy spending time with my family watching the children play football and netball and I enjoy the odd game of football myself.
Karen Popple
Karen Popple, Office Manager
With over 20 years experience in the finance industry I have a wealth of knowledge in many aspects of administration and customer care which is of paramount importance to me. I am married with 3 children and spend a great deal of time on the side of a pitch! In what little spare time I have I enjoy running, cooking and socialising with friends.
Julie Egginton, Mortgage Adviser
My career in the financial services spans over 20 years. I enjoy working with people, helping people to move home, re-mortgage to save money, borrow more money for home improvements or second house purchases. It is important the people feel confident about their mortgage borrowing and I spend time considering their individual circumstances which allows me to recommend exactly the right mortgage, term and interest rate.
Louise Stevenson, Mortgage Adviser
Debbie O’Connell, Administrator
Sam Rhodes, Paraplanner